SmartPath.co

The Perfect Referral Marketing System
for Tax Pros

When you need an easy way to implement a replicable referral system to increase the number of referrals received

Use this system to transition referrlas to monthly fees.

The Perfect Referral Marketing System
for Tax Pros

  • Customize a referral system for your tax practice.
  • Include essential components in your system for optimal results.
  • Utilize your SmartPath tools to assist with this referral marketing process.

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Get more cash outside of tax season.

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Get paid year-round.

Develop a reliable process for consistently attracting new clients.

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Follow a simple, intelligent process.

Implement and streamline a replicable referral system to increase the number of referrals received.

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Confidently quote higher fees.

When you help clients make the progress they care about, you can easily charge more without argument.

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Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set